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TechCheck - Podcast

TechCheck

Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

Technology Tech Investing Management Business
Update frequency
every day
Average duration
10 minutes
Episodes
639
Years Active
2023 - 2025
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Alphabet’s Wiz deal signals signs of life in M&A 3/24/25

Alphabet’s Wiz deal signals signs of life in M&A 3/24/25

Alphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets. 

00:04:30  |   Mon 24 Mar 2025
The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25

The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25

AI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shifting from model makers to so-called AI “Wrappers.” Plu…

00:07:14  |   Fri 21 Mar 2025
Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure  3/20/25

Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25

Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi …

00:06:28  |   Thu 20 Mar 2025
Nvidia's Roadmap to Physical AI 3/19/25

Nvidia's Roadmap to Physical AI 3/19/25

Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace automation that he suggests might enter ou…

00:05:45  |   Wed 19 Mar 2025
Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25

Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25

Google parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz.  We dig into the acquisition, which is Alphabet’s largest, and look at why the company is willing to pay…

00:07:04  |   Tue 18 Mar 2025
Google expands access to AI image generator 3/17/25

Google expands access to AI image generator 3/17/25

Google is now expanding access to its powerful AI image generation model. We look at the buzz, and dig into new developments that show AI giants are moving to practicality over power. 

00:05:12  |   Mon 17 Mar 2025
OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25

OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25

Open AI is calling on the Trump White House to ban DeepSeek and other ‘PRC-Produced’ AI models. We look at how the Trump administration’s big tech policy could shape the future of American AI. Plus, …

00:08:58  |   Fri 14 Mar 2025
Apple’s AI Stumbles weigh on shares 3/13/25

Apple’s AI Stumbles weigh on shares 3/13/25

Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumb…

00:06:16  |   Thu 13 Mar 2025
Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25

Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25

Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal …

00:06:04  |   Wed 12 Mar 2025
Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit  3/11/25

Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25

Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s valuation. Plus, we look at OpenAI’s new too…

00:04:56  |   Tue 11 Mar 2025
Manus: Overhyped or China’s second DeepSeek moment? 3/10/25

Manus: Overhyped or China’s second DeepSeek moment? 3/10/25

A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammere…

00:05:55  |   Mon 10 Mar 2025
Google unveils 'AI mode' in search 3/7/25

Google unveils 'AI mode' in search 3/7/25

Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize A…

00:07:01  |   Fri 07 Mar 2025
Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25

Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25

A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice. 

00:06:51  |   Wed 05 Mar 2025
Tech divided over crypto reserve 3/3/25

Tech divided over crypto reserve 3/3/25

President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and w…

00:06:20  |   Mon 03 Mar 2025
Megacaps enter the Quantum chip race 2/27/25

Megacaps enter the Quantum chip race 2/27/25

Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolvin…

00:05:41  |   Thu 27 Feb 2025
Why AI prices are in a race to the bottom 2/26/25

Why AI prices are in a race to the bottom 2/26/25

DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded…

00:06:49  |   Wed 26 Feb 2025
TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25

TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25

Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a …

00:33:33  |   Tue 25 Feb 2025
How stricter chip restrictions could backfire to benefit Huawei 2/25/25

How stricter chip restrictions could backfire to benefit Huawei 2/25/25

The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed ch…

00:05:27  |   Tue 25 Feb 2025
Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25

Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25

U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but …

00:06:57  |   Fri 21 Feb 2025
Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25

Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25

Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting on the technology. Plus, OpenAI telling …

00:05:26  |   Thu 20 Feb 2025
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